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On this episode of The Ridiculously Amazing Insurance Podcast, Kelly and Dave discuss agency incentive plans. In order to implement and maintain effective incentive goals and processes, it is important to first establish the agency’s comprehensive goals and then build the incentive plans off of those goals, instilling in the employees of both the service […]

One of the things I hate to hear when I am working with a service provider is an undefined time frame as to when a problem will be resolved. Some of the ones I hate are: “We will be there between 3 and 6” “I’ll let you know by the end of the day” “I’ll […]

When you are dealing with client’s who have home’s you can offer your advice on how to best protect their asset. For auto clients we always need to establish where they are living (renting, condo, couch surfing) to make recommendations on how to best protect their personal belonging and liability. However, even the couch surfer […]

We all have clients that no matter how hard we try, they just don’t have the coverage we recommend. We may have asked for years or we have been a bit too shy to ask. Either case we need to sharpen our skills on making sure clients understand what they should have and, often times, […]

Neil Sedaka once said (well, sang), “Breaking up is hard to do”. While this may be true, breaking up with a prospect is one of the most efficient and effective methods of terminating or continuing the sales process. Efficiency We can drive efficiency by terminating dead leads sooner. I often say “Don’t take ‘maybe’ for […]

Overview: As an independent insurance agency, Community Insurance’s goal is to assist clients in all their insurance needs. They are a Wisconsin based agency with four locations and roughly a dozen employees, specializing in numerous forms of commercial and personal insurance. Because Community Insurance is an independent agency of thirteen people, the team is […]